See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,606 | $59,805-90.6% | $79,550-93.0% | $68,494-91.8% |
| Participation rate | 85.5% | 61.1%+24.4pp | 69.5%+16.0pp | 67.9%+17.6pp |
| Annual return | -14.12% | -12.30%-1.8pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $593 | $1,505-60.6% | $2,413-75.4% | $2,596-77.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $957 | $4,835-80.2% | $6,832-86.0% | $5,403-82.3% |